Requirements for setting up your Jira backup

Before setting up the Jira connector, it is highly recommended to create a dedicated user account in Jira with access to all the entities that need to be backed up.

To grant the necessary permissions:

1. Go to your organization's admin page admin.atlassian.com.

2. In the top navigation, select Directory.

3. From the Users list, locate and select your account.

4. In the user settings panel, ensure you are viewing the correct organization — the one whose Jira site you want to connect.

5. In the Product roles column for the selected organization, assign the App Admin role under the Jira Administration product.

Important: Ensure this role is applied to the correct organization’s Jira instance. Roles are assigned per product per organization.

If the admin account used to authenticate the connector does not have access to certain Jira entities, those entities will be excluded from the backup. To ensure a complete backup, including all projects, issues, schemes, filters, and other entities, individual Jira users must grant the necessary access permissions to the admin account.

Example: Team-managed projects

1. Go to the Jira web UI.

2. Navigate to Project Settings > Access.

3. Under People and access, ensure that the account triggering the backup is listed.

4. If it's not listed:

• Click Add people
• Enter the email of the user
• Select the Administrator role
• Click Add

This process needs to be repeated for each type of entity to ensure full access and backup coverage.